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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,640 | $53,546-74.5% | $69,884-80.5% | $68,486-80.1% |
| Participation rate | 56.9% | 64.5%-7.6pp | 70.5%-13.6pp | 67.9%-11.0pp |
| Annual return | -18.50% | -13.87%-4.6pp | 190.81%-209.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,637 | $2,019-18.9% | $2,560-36.0% | $2,597-36.9% |
| Participant deferral / active EE | $3,200 | $2,957+8.2% | $3,848-16.8% | $4,028-20.6% |
| Admin fee / account holder | $612 | $4,693-87.0% | $6,266-90.2% | $5,404-88.7% |